#solana目标出块时间降至250毫秒
This news is actually a bit strange... Today, everyone is saying that Solana will overtake Ethereum, but the person saying that had only been saying half a year ago that they no longer believe in crypto.
👉 交易计划
What most people see is yet another industry bigwig’s prediction. A well-known fund founder said that in this cycle, SOL’s market cap will flip over ETH. The reason? Ethereum “isn’t really being used today.”
But what’s truly worth looking at is what he used as evidence... not the price, but the fees. Over the past 30 days, Solana’s on-chain fees were $23 million, ranking fourth on the entire network. Ethereum’s fees were $12.6 million, ranking sixth.
This is where things start to look different... On the usage side, Solana has indeed surpassed Ethereum. But on the market-cap side, SOL is $58 billion, while ETH is $293 billion—about five times the gap. In other words, the market’s pricing of Ethereum is not based on “whose fees are higher.”
That’s where the taste of the money is... What Ethereum is truly being bought for right now is stablecoins, and the whole setup where people use ETH as collateral to borrow stablecoins. In other words, it isn’t being priced as “the best chain to use”—it’s being priced as “the biggest collateral vault.” When things are rising, you can’t tell the difference; once the story changes, the difference shows up.
What’s even more interesting is his own trajectory... This February, he stepped down as the managing partner of his fund. Back then he said, “I thought I believed in web3, but now I don’t,” and the post was deleted soon after. Then in September, he joined the U.S. board of a certain exchange platform. His stance in public and his positions in practice have never been the same.
But the question is this... To push SOL past ETH, there’s still five times of room—this can’t be done by narrative alone. It requires a group of companies to actually move their businesses from one chain to another.
What’s really worth watching is how many more projects will, like ZetaChain, shut down the mainnet and migrate tokens to Solana. Once that list starts getting longer, the question of “which is better to use” will turn into “where is the money safer?”
The twist is right here... Everyone thinks this is a battle of technical roadmaps, but over the past month, ETH is up 30% and SOL is up 34%—it’s pretty close. The money hasn’t fully made a choice yet; it’s just been placing a bit on both sides for now.
This news is actually a bit strange... Today, everyone is saying that Solana will overtake Ethereum, but the person saying that had only been saying half a year ago that they no longer believe in crypto.
👉 交易计划
What most people see is yet another industry bigwig’s prediction. A well-known fund founder said that in this cycle, SOL’s market cap will flip over ETH. The reason? Ethereum “isn’t really being used today.”
But what’s truly worth looking at is what he used as evidence... not the price, but the fees. Over the past 30 days, Solana’s on-chain fees were $23 million, ranking fourth on the entire network. Ethereum’s fees were $12.6 million, ranking sixth.
This is where things start to look different... On the usage side, Solana has indeed surpassed Ethereum. But on the market-cap side, SOL is $58 billion, while ETH is $293 billion—about five times the gap. In other words, the market’s pricing of Ethereum is not based on “whose fees are higher.”
That’s where the taste of the money is... What Ethereum is truly being bought for right now is stablecoins, and the whole setup where people use ETH as collateral to borrow stablecoins. In other words, it isn’t being priced as “the best chain to use”—it’s being priced as “the biggest collateral vault.” When things are rising, you can’t tell the difference; once the story changes, the difference shows up.
What’s even more interesting is his own trajectory... This February, he stepped down as the managing partner of his fund. Back then he said, “I thought I believed in web3, but now I don’t,” and the post was deleted soon after. Then in September, he joined the U.S. board of a certain exchange platform. His stance in public and his positions in practice have never been the same.
But the question is this... To push SOL past ETH, there’s still five times of room—this can’t be done by narrative alone. It requires a group of companies to actually move their businesses from one chain to another.
What’s really worth watching is how many more projects will, like ZetaChain, shut down the mainnet and migrate tokens to Solana. Once that list starts getting longer, the question of “which is better to use” will turn into “where is the money safer?”
The twist is right here... Everyone thinks this is a battle of technical roadmaps, but over the past month, ETH is up 30% and SOL is up 34%—it’s pretty close. The money hasn’t fully made a choice yet; it’s just been placing a bit on both sides for now.